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Aggregate account PDF statements into JSON and visualize aggregated financial data as timeline
Aggregate account PDF statements into JSON and visualize aggregated financial data as timeline.
Works offline and relies on tika for PDF parsing and matplotlib for plotting. It relies on regular expressions stored in simple configuration files to extract bank statements balance, date, account number...
pip install -r requirements.txt
Scan PDF files and aggregate financial data into an accounts.json summary file:
python aggregate.py path/to/folder/with/PDF
or
python aggregate.py path/to/file.pdf
--help
for more options.
python aggregate.py path/to/PDF/file --test
It should print out the content of the pdf. Then test regular expression:
python aggregate.py path/to/PDF/file --test 'Ending balance on (\d+)/(\d+)/(\d+)
You can then create conf file and test detection with -vvv:
python aggregate.py path/to/PDF/file -vvv
Plot aggregated data:
python plot.py path/to/folder/with/multiple/accounts.json
or
python plot.py path/to/accounts.json
--help
for more options.
Example:
python.exe .\plot.py .\accounts\ --subtotals --no_real_estate_appreciation
FAQs
Aggregate account PDF statements into JSON and visualize aggregated financial data as timeline
We found that pdf-aggregator demonstrated a healthy version release cadence and project activity because the last version was released less than a year ago. It has 1 open source maintainer collaborating on the project.
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